Geneos Wealth Management Inc. Invesco ETF Tr Ii S&P 500 Mome Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 29,297 shares of SPMO stock, worth $2.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

29,297

Previous 27,673 5.87%

Holding current value

$2.93 Million

Previous $2.51 Million 10.96%

% of portfolio

0.1%

Previous 0.1%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$89.97 - $98.59 $146,111 - $160,110	1,624 Added 5.87%	29,297 $2.78 Million
Q3 2024 Nov 14, 2024	BUY	$79.58 - $91.64 $187,808 - $216,270	2,360 Added 9.32%	27,673 $2.51 Million
Q2 2024 Jul 23, 2024	BUY	$74.81 - $88.63 $616,434 - $730,311	8,240 Added 48.26%	25,313 $2.21 Million
Q1 2024 May 03, 2024	BUY	$64.34 - $80.83 $749,432 - $941,507	11,648 Added 214.71%	17,073 $1.37 Million
Q4 2023 Jan 26, 2024	SELL	$55.42 - $65.64 $34,637 - $41,025	-625 Reduced 10.33%	5,425 $355,000
Q3 2023 Oct 11, 2023	SELL	$54.94 - $59.95 $153,832 - $167,860	-2,800 Reduced 31.64%	6,050 $346,000
Q2 2023 Aug 08, 2023	SELL	$53.02 - $56.7 $129,899 - $138,915	-2,450 Reduced 21.68%	8,850 $495,000
Q1 2023 Apr 25, 2023	SELL	$52.01 - $56.92 $23,404 - $25,614	-450 Reduced 3.83%	11,300 $616,000
Q4 2022 Jan 30, 2023	SELL	$51.84 - $58.95 $7,776 - $8,842	-150 Reduced 1.26%	11,750 $667,000
Q3 2022 Nov 14, 2022	SELL	$50.02 - $57.9 $39,215 - $45,393	-784 Reduced 6.18%	11,900 $598,000
Q2 2022 Jul 22, 2022	SELL	$50.56 - $61.34 $44,138 - $53,549	-873 Reduced 6.44%	12,684 $658,000
Q1 2022 May 16, 2022	SELL	$55.43 - $65.52 $5,487 - $6,486	-99 Reduced 0.72%	13,557 $828,000
Q4 2021 Feb 09, 2022	SELL	$60.24 - $65.59 $3,554 - $3,869	-59 Reduced 0.43%	13,656 $881,000
Q2 2021 Jul 08, 2021	BUY	$52.56 - $59.34 $52 - $59	1 Added 0.01%	13,715 $822,000
Q1 2021 Jun 17, 2021	SELL	$49.75 - $55.7 $27,810 - $31,136	-559 Reduced 3.92%	13,714 $766,000
Q4 2020 May 19, 2021	BUY	$47.84 - $52.91 $55,255 - $61,111	1,155 Added 8.8%	14,273 $745,000
Q3 2020 Sep 07, 2021	BUY	$43.91 - $52.3 $34,996 - $41,683	797 Added 6.47%	13,118 $639,000
Q2 2020 Sep 07, 2021	SELL	$34.54 - $44.5 $16,820 - $21,671	-487 Reduced 3.8%	12,321 $522,000
Q1 2020 Sep 07, 2021	BUY	$31.06 - $45.22 $652 - $949	21 Added 0.16%	12,808 $455,000
Q4 2019 Sep 07, 2021	BUY	$39.53 - $42.21 $3,992 - $4,263	101 Added 0.8%	12,787 $538,000
Q3 2019 Sep 07, 2021	BUY	$39.29 - $41.76 $9,233 - $9,813	235 Added 1.89%	12,686 $511,000
Q2 2019 Sep 07, 2021	BUY	$38.41 - $41.26 $40,368 - $43,364	1,051 Added 9.22%	12,451 $503,000
Q1 2019 Sep 07, 2021	BUY	$32.78 - $39.45 $181,765 - $218,750	5,545 Added 94.71%	11,400 $447,000
Q4 2018 Sep 07, 2021	BUY	$31.2 - $40.89 $25,896 - $33,938	830 Added 16.52%	5,855 $195,000
Q3 2018 Sep 07, 2021	BUY	$37.19 - $40.58 $149,503 - $163,131	4,020 Added 400.0%	5,025 $203,000
Q2 2018 Sep 07, 2021	BUY	$34.21 - $38.38 $34,381 - $38,571	1,005 New	1,005 $37,000

Others Institutions Holding SPMO

# of Institutions

282

Shares Held

19.1M

Call Options Held

26.9K

Put Options Held

30K

View Full List

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
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Geneos Wealth Management Inc. Invesco ETF Tr Ii S&P 500 Mome Transaction History